Sustainable strategies

Sustainability meets opportunity

Aerial view of the solar power plant on the top of the mountain at sunset


A product range backed by one of the world’s largest active investment managers


in total assets managed


28 years

average investment industry experience of our equity and fixed income portfolio managers

90+ years

of active investing since 1931


As at 31 December 2023. Source: Capital Group. Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. The three equity investment groups and fixed income investment group conduct engagement activities independently as well. Where applicable, fixed income assets are managed by Capital Fixed Income Investors.

We're here with the support and solutions you need.

All information as at 31 December 2023 and attributed to Capital Group, unless otherwise specified. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.

Any statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. 

Risk factors you should consider before investing:

  • This material is not intended to provide investment advice or be considered a personal recommendation.
  • The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
  • Past results are not a guarantee of future results.
  • If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
  • There are additional risks associated with these funds. See fund risks for more information.

Fund risks

1. Bonds risk: The value of bonds can change as a result of interest rate changes – typically when interest rates rise, bond values fall. Funds investing in bonds are exposed to credit risk. A decline in the financial health of an issuer could cause the value of its bonds to fall or become worthless.

2. Counterparty risk: Other financial institutions provide services to the fund such as safekeeping of assets, or may serve as a counterparty to financial contracts such as derivatives. There is a risk the counterparty will not meet their obligations.

3. Derivative instruments risk: Derivatives are financial instruments deriving their value from an underlying asset and may be used to hedge existing exposures or to gain economic exposure. A derivative instrument may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.

4. Emerging markets risk: Investments in emerging markets are generally more sensitive to risk events such as changes in the economic, political, fiscal and legal environment.

5. Equities risk: The prices of equity securities may decline in response to certain events, including those directly involving the companies whose securities are owned by the fund, overall market changes, local, regional or global political, social or  economic instability and currency fluctuations.

6. Liquidity risk: In stressed market conditions, certain securities held by the fund may not be able to be sold at full value, or at all. This could cause the fund to defer or suspend redemptions of its shares, meaning investors may not have immediate access to their investment.

7. Operational risk: The risk of potential loss resulting from inadequate or failed internal processes, people and systems or from external events.

8. Sustainability risk: Environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment of the fund.


Key risks

Capital Group Sustainable Global Opportunities Fund (LUX) 2, 4, 5, 6, 7, 8
Capital Group Sustainable Global Corporate Bond Fund (LUX) 1, 2, 3, 4, 6, 7, 8
Capital Group Sustainable Global Balanced Fund (LUX) 1, 2, 3, 4, 5, 6, 7, 8